MWA

Meridian Wealth Advisors Portfolio holdings

AUM $704M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$5.45M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.98%
2 Technology 9.82%
3 Financials 8.76%
4 Healthcare 7.97%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$35K 0.03%
+1,500
302
$35K 0.03%
+807
303
$35K 0.03%
+200
304
$34K 0.03%
+448
305
$34K 0.03%
+844
306
$33K 0.03%
+1,500
307
$30K 0.02%
+314
308
$30K 0.02%
+400
309
$29K 0.02%
+400
310
$29K 0.02%
+3,100
311
$29K 0.02%
+473
312
$29K 0.02%
+345
313
$29K 0.02%
+806
314
$29K 0.02%
+320
315
$29K 0.02%
+500
316
$28K 0.02%
+576
317
$28K 0.02%
+800
318
$28K 0.02%
+850
319
$28K 0.02%
+520
320
$28K 0.02%
+1,952
321
$28K 0.02%
+1,350
322
$28K 0.02%
+3,000
323
$27K 0.02%
+770
324
$27K 0.02%
+2,052
325
$27K 0.02%
+1,450
11 12
13
14 15